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Sales Force Business Analysis

The Salesforce Business Analysis module is designed to help professionals understand how to align business goals with Salesforce platform capabilities. Trainees learn how to gather and analyze CRM-specific requirements, create user stories, and define acceptance criteria tailored to Salesforce workflows. The program covers key areas such as sales and service processes, data modeling, automation tools (like Flows and Process Builder), and reporting. With hands-on exercises and real-world scenarios, participants gain the skills needed to collaborate effectively with Salesforce administrators, developers, and business stakeholders—ensuring successful solution delivery and adoption.

Requirements

Gather and define CRM-specific business requirements, ensuring alignment with Salesforce functionality through user stories and clear acceptance criteria.

Processes

Map and optimize sales, service, and marketing workflows, tailoring them to the Salesforce ecosystem for streamlined business operations.

Automation

Understand and recommend tools like Flows and Process Builder to automate processes, improve efficiency, and reduce manual work.

Collaboration

Act as a liaison between business stakeholders and technical teams, ensuring smooth communication and solution validation throughout the project lifecycle.

01. CRM Requirement Gathering

  • Identify business needs specific to Salesforce use
  • Gather functional and non-functional CRM requirements
  • Translate needs into user stories and use cases

02. Salesforce Process Mapping

  • Document current vs. future state processes
  • Map sales, service, and marketing workflows
  • Align business processes with Salesforce capabilities

03. Automation & Tools Understanding

  • Learn Salesforce automation tools (Flows, Process Builder)
  • Recommend scalable automation solutions
  • Understand limitations and customization boundaries

04. Data & Reporting Analysis

  • Define data requirements and object relationships
  • Support dashboard/report development for business insights
  • Ensure data integrity and validation rules

05. Stakeholder Collaboration

  • Bridge communication between business and Salesforce teams
  • Validate solutions through UAT and feedback loops
  • Support training and user adoption efforts

06. Documentation & User Stories

  • Create BRDs, SRS, UAT scripts, and Salesforce-specific user stories
  • Maintain a clear traceability matrix
  • Support Agile ceremonies and backlog grooming

The Salesforce Business Analysis module equips participants with the skills to gather, analyze, and translate CRM-specific business requirements into functional solutions on the Salesforce platform. Trainees learn to map sales, service, and marketing processes, define user stories, and collaborate with cross-functional teams to support Salesforce implementations. The program also covers automation tools like Flows and Process Builder, along with data modeling, reporting, and dashboard analysis. Through real-world documentation practice and stakeholder collaboration, participants gain hands-on experience in delivering scalable, user-centric Salesforce solutions that align with business objectives.

faq

We Are Experienced
Business Solution

A Salesforce Business Analyst gathers business requirements, maps them to Salesforce features, and collaborates with stakeholders to ensure the platform meets organizational goals.

Yes, the training covers how to create effective user stories, define acceptance criteria, and align them with Salesforce functionalities and modules.

No prior hands-on experience is required. The program is beginner-friendly and includes foundational Salesforce knowledge for Business Analysts.

Yes, you’ll learn how to recommend and document automation using Salesforce tools such as Flows, Process Builder, and validation rules.

Yes. The program includes practical exercises and simulations based on sales, service, and CRM project use cases to help you apply concepts effectively.
faq